Tax Partner
Real Estate | Estates & Trusts
I believe in making complicated things simple. My role is to break down the messy, technical parts of finance and taxes so people understand their options and feel confident about the decisions they’re making.
With more than 15 years of experience, I’ve worked with families and businesses navigating the twists and turns of trust and estate planning.
I also partner with individuals and small to mid‑sized businesses to tackle tax challenges and uncover opportunities that support long‑term financial health.
I became an accountant because I genuinely believe financial literacy opens doors. My clients value the technical side of what I do, but also my ability to connect on a personal level. They trust me to show up with empathy and steady guidance, especially in sensitive and often difficult situations.
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Giving back is a big part of who I am. I support environmental causes, including habitat rehabilitation projects, and contribute to local food banks to help ensure everyone has access to the basics.
At home, the kitchen is my creative space. Cooking for family, trying new recipes, or just experimenting for fun, it’s where I unwind and connect with the people I love.
